雅虎

Lex_Yahoo:Tumblr is not enough
Lex专栏:雅虎何不收购Twitter?


雅虎收购Tumblr看上去有明智之处,但实则仍是中庸之举。有另一个交易更值得雅虎去做,那就是反向合并Twitter,并把合并后公司的指挥棒交给Twitter管理层。

Finally, a Yahoo acquisition worth our attention. Two months ago the internet pioneer spent $30m on mobile app Summly to show the world it was refashioning itself to be young (recall the Summly founder was teenager), innovative, and attuned to a mobile world. But now Yahoo looks to have acquired a much more accomplished company, Tumblr, for more than $1bn in cash. Tumblr, launched in 2007 by then 20-year-old David Karp, allows users to create photo blogs. Dancing cats may be what it is best known for, but Tumblr does have 100m blogs and projects $100m of revenue in 2013. And the company fits exactly with what Yahoo boss Marissa Mayer seeks: user-generated content (cheaper than, say, Hulu having to negotiate with television producers), and resonance with younger internet users (keeping a Yahoo email account is akin to driving a Buick).

雅虎(Yahoo)终于要做一笔值得关注的收购交易了。两个月前,这家互联网行业先锋企业斥资3000万美元收购了移动应用Summly,以向世界表明它正在把自己重塑为一家年轻的(还记得Summly的创始人只是个十几岁的孩子吧)、创新的和紧跟移动世界步伐的企业。现在,雅虎看上去将以逾10亿美元现金,收购一家比Summly成功得多的企业——Tumblr。2007年,时年20岁的大卫•卡普(David Karp)创立了Tumblr,用户可在上面创建图片博客。Tumblr最出名的也许是发在它上面的跳舞猫的图片,但该网站的博客数量已高达1亿,而且在2013年有望实现1亿美元营收。此外,该公司完全符合雅虎老板梅里莎•梅尔(Marissa Mayer)的要求:由用户生成内容(成本低于Hulu,因为后者要依赖电视节目制作商),而且能在年轻互联网用户中引起共鸣(保留一个雅虎电邮账户和开别克(Buick)一样麻烦)。

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